+411.7%
AMZN vs MDB
+986.0%
-574.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.4% | -1.9% |
| 7D | -1.0% | -4.5% | +3.5% | +0.1% |
| 30D | -9.2% | -14.0% | +4.8% | -6.6% |
| 3M | +3.4% | +5.3% | -2.0% | +0.8% |
| 6M | +18.2% | +31.9% | -13.7% | +6.8% |
| YTD | +9.3% | -14.6% | +24.0% | +8.3% |
| 1Y | +5.9% | +8.2% | -2.3% | -2.1% |
| 3Y | +82.6% | -5.0% | +87.6% | +60.5% |
| 5Y | +44.9% | -24.5% | +69.4% | +20.6% |
| All | +411.7% | +986.0% | -574.3% | +123.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded MDB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling